Sofi Technologies shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Sofi Technologies
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All positions including Sofi Technologies held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 16k | 26.42 |
| 2025-06-30 | $306k | 17k | 18.21 |
| 2024-09-30 | $91k | 12k | 7.86 |
| 2024-06-30 | $71k | 11k | 6.61 |
| 2022-06-30 | $4.0k | 742 | 5.39 |
| 2022-03-31 | $4.0k | 430 | 9.30 |
| 2021-12-31 | $22k | 1.4k | 15.65 |
| 2021-09-30 | $31k | 2.0k | 15.70 |
| 2021-06-30 | $17k | 900 | 18.89 |
More positions owned by Patriot Financial Group Insurance Agency
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